Count the Number of Emails in an Account and store in a field.
Hello. I have a function that updates the account record with the number of calls, tasks, notes and activities. Emails are also a activity but are not tracked as a getrelated records or I just dont know how to do this. Does anyone know how to get the number of emails sent or received and store them in a field in CRM? I know there is a Email Analytics Report but there is no way to get any of this information into CRM as far as I can tell. Thanks!
Get notified when someone add an attachment to a task I've created
Take this example: I create a task and assign it to a colleague (as a owner) the owner add an attachment to the task I'd like to get notified about the new attachment Is there a way to get this kind of notification? I've made some tests and this seems
Reference Projects Items such as Tasks in Project Pages?
Hi Is there a simple way of inserting Tasks or Milstones into Project Pages, other than manually inserting a URL link? It would be great if the 'Insert' option would allow the selction of Project based items such as Taks etc.
Reasign customer user to other customer company
Hi, I have customer users that have been assigned to a wrong customer company. How can I assign customer users to another customer company?
user full name CREATOR app
Hello, How is it possible to have a full name in the Creator Application instead of the e-mail or automatically generated name from Creator ? See attachment, we would like the full name as it's the case in another app we use. Thanks
Incorrect Time in Reports
In the column I've set the column to current date. My time zone is EST, yet for some reason, if I edit a field, it's already so far ahead that it labels the cell as tomorrow (10/4 -- it's 10PM here 10/3)
Report showing discounts from invoices?
I've gone through all of the reports in Zoho Invoice and searched the forums for possible answers, but have not found a way to see all of the discounts that I have issued clients. Is there a way to see the discounts without going into every invoice and manually viewing each one individually? Ideally, I would like to be able to generate a report similar to "sales by item/customer" that would show the discounts given on all invoices for a given date range could be grouped by either item or customer.
Sorting Events in Embedded Calendar
Hello, I am having an issue with embedded calendars and how the events are sorted when displaying availability. When I insert the code, the calendar does display correctly, but the events of the day are not displayed in chronological order. For example,
Updating cloned Quote
Is there a way to perform a task when a Quote is cloned? I added a picklist containing two values "Original" and "Clone" to the Standard layout of the Quote. I want whenever I clone a quote (using the clone quote button), the picklist on the clone gets
In-line editing
When working in any of the CRM modules list view (eg My Contacts) it would be useful to be able to edit and save any of the fields displayed in the list: lookups, text or drop down selections for example. This would be different from Mass Update, in that it would allow users to quickly update individual fields rather than selecting and updating one field with the same information
fields are not showing when checked checkbox field on load of the form
Hi, i am trying to show fields when checkbox field is checked and if not checked then not show that is hide in the load of the form on create or edit of the form. SO, have created workflow on created or edited on load of the form . The code is as shown
Attachments don’t convert to deal from lead.
I am having an issue where our agents are not able to see attachments when they convert a lead to a deal. When we convert a lead to a deal. It’s assigned to another team member. I have a blue print auto convert transition and it only works for me.
Massenaktualisierung: Kategorie, im Shop sichtbar
Es wäre wünschenswert, wenn weitere Felder für die Massenaktualisierung zur Verfügung stellen!! Welche zum Beispiel? Kategorie in Shop sichtbar Einheit ... Der Workaround mit Ex- und Import ist nicht zu empfehlen!!
PO - receive items without bill
Very frustrating having to deal with this scenario ! Very often goods are received long before the bill arrives, when is Inventory being integrated with Books?, this has the ability to handle it !
Conversion Rate
Hi, Looking for some assistance... Im looking at a pivot table, whereby I have lead types (eg website, Phone, email etc) grouped into the related deal stages now what I want to understand is out of all of these what the conversion % of these specific
Mark time as unbilled via API
How do I mark time as unbilled or not invoiced (for time that was manually marked as invoiced) using API? Sellers
Unable to change time entry in Zoho Books to "Invoiced" via API
I'm using Postman to update a time entries to have a status of "Invoiced". When I send: https://books.zoho.com/api/v3/projects/timeentries/1872928NNNNNNNN?organization_id=6NNNNNNN With a JSON string of {"billed_status": true} I get this error { "code":
Zoho Books: Customise Bills form
Hi, We would like to customise the Bills Form, ie. 1. Lengthen the column for Account (to have better visiblity of account Name) 2. Move the order of column (Client Details) to the end while moving Amount to second last column. Is this possible to be
Hide description of event invitation via Deluge
Hi, I have a Workflow to create an event and email the Lead based, however I would like to avoid sending the Description of the event in the email as this is meant for our reps. Is anyone able to direct me as to how I can do this with Deluge? Current
Not able to find Account Name name which has special characters using api.
https://www.zohoapis.com/crm/v2/Accounts/search?criteria=Account_Name:equals:three&*() "Account_Name is three&*()".
Manage expenses from Zoho Projects
One of the most difficult tasks in project management is to track expenses and stay within the allocated budget. With Zoho Expense integration it is now easy to monitor and manage project related daily expenses of employees. The integration helps manage complete expenses, right from uploading a receipt to its approval. What are the benefits of this integration? Track expenses using Expense reports inside Zoho Projects. View expense along with the actual cost and compare it with the project budget.
Page Sense Popup Image Link
How can I make the image clickable for pagesense Popup? I want to insert link so the image can be clickable How can I edit its responsiveness because it is not apply if I will change its preview to mobile or desktop?
Issue with a blueprint transition using API request
Hello I have created a function in the Zoho Flow app, which should perform a blueprint transition. par = Map(); par.put("toNotifyContactForResolution",false); par.put("content","Solved"); param = Map(); param.put("RESOLUTION",par.toString()); result
Zoho CRM imap mail integration - we need the CRM to see not only the imap inbox but also a specific imap folder not to loose archived emails
Hi, We are evaluating Zoho CRM and email integration is very important for us. I have tried the IMAP integration to Zoho CRM and would like to know if the system could be configured in such way that when an email is received to our inbox on the imap server
Zoom Meetings for Backstage: Host interactive sessions
Making your virtual events feel more real is a constant goal, but it's one that requires the proper solutions. While Backstage's default webcasting tool, Backstage OnAir, helps you host interactive sessions, we've also integrated with other tools to add
domain mapping
hii iam unable to verify & maping my purshased domain
In Zoho KB , when opening an article it also has a list of other articles on left side.
How can i disable seeing the other articles on the left side. The left pane with the list of articles is preventing my article from being viewed on full screen and breaks the html table
"You do not have sufficient stock to create out-transactions..."
Hello, I received this error, trying to convert SO to invoice: "You do not have sufficient stock to create out-transactions for the item CMP 6. Please restock the item and try again." But I DO have stock... Noticed that if this Composite item is bundled
Zoho still blocked from sending email to hotmail/outlook
How many more days must we endure not being able to send email from Zoho accounts to hotmail/outlook.com accounts? At least 3 days I've been trying to send an email... ERROR_CODE :550, ERROR_CODE :5.7.1 Unfortunately, messages from [103.138.129.1] weren't
How can I search Users by email?
I'm trying to use this to make Users search: https://www.zohoapis.com/crm/v2/users/search?criteria=(email:equals:my@email) OR https://www.zohoapis.com/crm/v2/users/search?email=my@email But it's doesn't work~ How can I search Users by email? Please help me~
Error When making an API call via PHP SDK: zsign\SignException: [9031]: Ticket invalid
Using the PHP SDK I have setup a Zoho Sign integration with my application that allows me to manage and send documents and templates. This is all done with embedded signing. I recently put the integration into production, and after switching from development
The New Upgraded Version of Low-Code Platform Zoho Creator
Zoho has come up with the latest release of the Creator platform. This all-in-one solution bridges the gap between business users and IT teams by offering a low code and effective solution-building experience irrespective of the technical know-how of
Tags on task templates
How can i add tags to tasks in task templates?
What's New this March 2022 in Zoho Invoice?
Hello, everyone! Zoho Invoice gets regularly updated with features that help you simplify business invoicing. Here's a round-up of what's new this March: Integrate With QuickBooks Online (US and UK Editions) If you’re using QuickBooks Online for accounting
Many issues with Zoho Meetings Webinar
We have been trialling the use of Zoho Meetings for Webinars. So far, we've run 3 sessions. Today's webinar was a major embarrassment for the following reasons: 1. Many attendees were unable to get their audio working even if we have given them permission
Cliq Group issue
Hi Tean, kindly note our Team subhashree.p@qbrainx.com & Gowtham.j@qbrainx.com both are unable to add aakash.s@qbrainx.com to the cliq group Daily status call - Flexcub. Also we are unable to create a new group including Aakash s ( aakash.s@qbrainx.com )
【3/18(金)】Meetup開催決定！Zoho サービスのユーザー事例やZoho サービスに関する相談会や座談会、登壇者によるアフタートークなど…
こんにちは、Zoho Japan コミュニティチームの今成です。 3月18日（金）16:00〜、2022年1回目となるMeetup(ユーザー交流会)を開催いたします！ ●詳細はこちら： https://www.zohomeetups.com/ZohoJapanCommunityMeetup2022vol1/ 前半では、毎回大好評のZoho ユーザーさまによる活用事例セッションをお送りします。今回は「Zohoソリューションでプチ『The Model』にチャレンジ」と題しまして、さまざまなZoho サービスを連携して業務にご活用いただいている事例を発表していただきます。
Add contacts to existing campaign
We have a campaign that is a follow up to phone call discussions/sales calls. We want to simply add those new contacts to that campaign and then email the follow up to those new users only. However, when we try and add contacts to that contact list
Is it possible to run workflow *while* Zoho CRM Task is being populated (instead of only after creation)?
In Zoho Creator, I understand there’s a concept of running a workflow *while* a form is being populated. So you could execute code as the user populares fields, before submission. In Zoho CRM Task creation, I want to do something similar. I have exhausted
Auto change deal when meeting owner changes
Hi all, I have a function I need help with. We have a business path that will automatically assign meetings based on meeting dates and other criteria, to prevent extra manual effort I want to change the deal owner automatically when the meeting host
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